Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCBPX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE BALANCED PORTFOLIO R-3) | 4.82% | 12.82% | 10.42% | 2.52% | 4.92% | 5.03% | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/19/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCBPX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE BALANCED PORTFOLIO R-3) | 01/19/2007 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 12.82 | 10.42 | 2.52 | 4.92 | 5.03 | NA | … | … | 4.82 | 11.00 | 8.35 | 11.32 | -17.03 | 3.29 | 7.62 | 15.26 | -4.31 | 10.68 | 5.61 | -1.43 | 4.63 | 11.48 | 10.53 | 1.45 | 11.22 | 21.54 | -19.24 | 5.64 |
| Sharpe Ratio | NA | 1.80 | 1.10 | 0.01 | 0.42 | NA | NA | … | … | 1.25 | 1.16 | 0.78 | 1.14 | -1.58 | 0.38 | 0.53 | 3.17 | -0.99 | 3.47 | 0.88 | -0.24 | 0.88 | 2.10 | 2.01 | 0.14 | 1.38 | 1.78 | -1.31 | 0.38 |
| Standard Deviation(%) | NA | 5.94 | 6.76 | 8.34 | 7.98 | NA | NA | … | … | 7.44 | 7.03 | 6.06 | 6.80 | 11.72 | 8.63 | 13.73 | 4.35 | 5.75 | 2.90 | 6.12 | 6.15 | 5.26 | 5.45 | 5.26 | 9.92 | 8.09 | 12.06 | 15.40 | 7.48 |
| Draw Down(%) | NA | 5.13 | 6.88 | 24.04 | 24.04 | NA | NA | … | … | 5.13 | 6.72 | 3.35 | 6.88 | 19.42 | 7.61 | 19.97 | 2.02 | 8.43 | 1.27 | 4.93 | 6.18 | 3.77 | 5.16 | 4.29 | 9.65 | 6.08 | 13.44 | 26.71 | 4.49 |
| Yield(%) | 0.00 | 7.49 | 4.78 | 2.93 | 3.67 | 3.97 | 3.80 | … | … | 0.00 | 8.01 | 3.50 | 2.20 | 1.60 | 1.43 | 1.55 | 3.62 | 6.46 | 4.93 | 3.01 | 5.49 | 3.80 | 4.03 | 3.12 | 3.04 | 2.91 | 3.61 | 6.24 | 6.72 |
Data as of 06/04/2026, Common starting date is 01/19/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCBPX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE BALANCED PORTFOLIO R-3) |
-2.85%
Apr 2021 – Apr 2024 |
0.34%
Dec 2017 – Dec 2022 |
2.38%
Oct 2013 – Oct 2023 |
3.36%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCBPX (STRATEGIC ASSET MANAGEMENT CONSERVATIVE BALANCED PORTFOLIO R-3) |
16.11%
Feb 2009 – Feb 2012 |
13.11%
Feb 2009 – Feb 2014 |
8.35%
Feb 2009 – Feb 2019 |
6.43%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart